Case validation agent PoC

Custom document edit view: added selected text action menu (Case Agent PoC)

Added auto-chronology workflow type

Extend auto-chronology task to support episode defaults

Workflow type made editable

Keep custom document dialog open after save

Added date filter to floating search

Increase contact search limit in Report Share dialog to 1,000

Skip generating a new password for existing users invited to another account

Custom document: highlight paragraph on link click in document preview

PDF page extraction improvements for OCR stability

Security patches in scope of SOC2 compliance

Prevent multiple workflow executions on double-click in custom run dialog

Fix double-paste when copying pre/code content into an editor table cell

Fix editor table copy-paste corruption and cell focus on blur

Added retries to Bedrock agent streaming endpoint

Removed Client Portal contacts (now they are managed via Case Portal only)

Added possibility to remove legacy contact from a case

Case details and creation flow update (contacts management)

LLM refusal fallback support

Added warnings about contacts details mismatch in case and client portals (contact preview or edit views)

Numerous CVE/vulnerability fixes

Cognito authentication provider integrated

Case report addressee added to case portal

SOC 2 audit compliance updates

Case navigation menu updated: Calendar renamed to Chronology, Episodes moved under Chronology, new Calendar menu item added with case calendar events management

Case alerts functionality enhanced - referenced page links with preview capabilities added

Possibility to manage case calendar events inside a case

Dynamically show newly uploaded documents in documents list left panel

Episodes bulk actions (bulk delete) support added

Case linked contacts management UX improved

Nested tables support in report generations

Case share apply dialog fixed to support long file names

Contacts module reworked - contacts split by Person and Company, filter capabilities added

Possibility to link contacts to Case

Client Portal setup and access management moved to Contacts module. Client Portal user management handled via contacts as well.

Presenter access management moved to Contacts module

Explicit Client Accounts management deprecated (accessible as legacy module)

Removed Client user role and direct access from Client Portal to Case Portal (it wasn't used on production but was imposing security risks)

CPT code schedule fees selector added

Fixed links management in RTF editor

Autochronlogy alpha version. Could be executed via manually configured workflow.

Contacts management module

Phone extension support

Possibility to link contacts to case

Case details UX update

Date picker UX update - direct manual input updated

New document selector for Workflows execution

Tags sorting added

Google drive files upload support

Setting to generate a report without links

Pages color bulk unassign action

Page colors made more distinct and contrast

Billing Invoices UI/UX reorganized

Table style view added to show more invoices with explicit paging, bulk selection enhanced

Added overdue invoices filter

Added alert about pending charges for individual cases invoices list

Added summary info on payments on invoices list view

Admin user warning bar for overdue invoices presence

AM billing dashboard view and billing related navigation reorganized

WAV audio files processing support added

Case list old to new sorting added

RTF editor update

Ctrl+z support for image insert

On page link edit popup display document name and page number

Fixed false dirty check triggers

Stability fixes for websockets to keep receiving runtime updates inside a case

RTF editor custom links management

RTF editor: support for text and background colors

Custom document RTF editor: page links preview capabilities

Case documents sorting made persistent

Workflows list sorting added

AI Chat Creation: display info about docs and total pages selected

Fixed page opening to always load whole staple if page is a part of staple

Report creation made asynchronous

Manual setting to hide Case Chronology platform prompts from company account

Helper tips added to prompt creation and interim invoice generation

Added passwordless login to Client Portal

PDF page extraction optimization

Validation process enhancements: Comments support for RTF editor added, Dirty check on custom documents save added ,Custom handling of Case Chronology links pasting into RTF editor (custom document)

Floating search added

Possibility to sort and hide delete case documents, navigation UX updated

Possibility to show/hide document batches added

Cost explorer UX update, date range smart filters added

Invoices view UX update, date range + smart filters added, case filter added

AI Chat performance optimization

Case creation dialog update (moved case type to first step)

Promo registration flow extended (added new optional attributes)

Monthly billing emails for recurring subscriptions added

AM capability to force switch from trial to active subscription

Workflows manage UX update (auto AI collection suggestSu logic enhanced)

Per case monthly recurring invoices support (optional company account setting)

Possibility to request interim invoices for ongoing billing period

Workflow email step updated to include links to all the workflow artifacts produced

AI Chat UX updated (changed the process of new chat creation and settings update)

AI Chat coverage support added

New options for custom document creation (now possible to create it from multiple templates and multiple other documents)

Add per case per service breakdown for Cost Explorer

Cost explorer UX updates (default date range set to current month, labels update)

Possibility to PDF export paid invoice

Automatic switch to related collection on document open by direct link

Fixes for huge cases processing handling (performance, memory/storage usage, stability)

Public signup within promo campaigns support added

Subscription package trial support added

Implemented company account suspended mode support (read only access)

Added possibility for account owner to initiate company account permanent deletion

Added possibility to bill for AI pages usage

Workflow management UX enhancements

Addressed issues with content copy&paste among editors/documents

Company account calendar module

Possibility to run workflows for specific documents only

Display parameters and artifacts for workflow execution (in and out data references)

Added document pages navigation on referenced page popup

Markdown support for AI responses

Tables support in RTF editor

More diverse colors generation for case calendar and timeline views

Unified case navigation menu

New page views toolbar design (optional with possibility to switch to old one): Updated UX, New filters support, Bulk actions support

AI Auto Chronology first version

Episodes sorting and bulk delete

Episode authors autosuggest further improvements

Runtime update of case and document labels event if dialog is opened, warning about data modified by others

Focus mode for non-OCR documents

Enable AI Chat by default for all the cases

Keep font family for copy&paste action in RTF editor

Increased max file size to handle large report files upload, added handling of too large report file upload failure

Introduced new Episodes view for a case

Added new case optional attributes: "Type", "Summary" and "Expected Outcome". Expected to be set by a client and used by clinical team and AI.

Cases list filter by Client added

AI created document - added keyboard navigation over page references

Workspace duplicated popup updated (added same controls as on regular compare dialog)

Added page preview link on Calendar and Timeline episode popup

Page image made 10% larger on page card

Fixed case audit log to record both add and remove operations within single update

Workspace Episodes view sorting fixed

Case focus mode

Errors resolution suggestion on failed documents upload

Ability to edit contact information on Client Portal

Compare view UX enhancements (keep action buttons available on scroll, keep scroll position on order change)

Page card UX update (space usage optimized)

Highlight opened AI response/document referenced page link

Episode suggested authors further updates

Presenter and client view UX update for filters layout

AI Chat and Workflows performance tuning

Allow staff user role to manage workflows and prompt hub

Episode author suggestion

Save last used document labels

Save last used case search keywords

Automated workflows sorting added

Missed clear search input icons added

Possibility to create a new report version from existing one

Added possibility to include AI referenced content into report version

Added links to page modal view on AI referenced content in workflow generated documents

Documents upload - added grouping of validation errors

Display workflow execution in case processing status

Fixed scroll to linked page on episode link open

AI answer refine optimization

Drag support for zoomed pages in preview popup (referenced pages links)

Case notification emails replaced by recipients list, added recipients setting for teams

Company account multiple billing emails support

Added permission for Staff user to run workflows

Added possibility to export documents even if case is in processing status

In calendar day cell sort episodes chronologically ascending

UX updates

CPT lookup form submit on Return click

Handle Return click on labels manage dialog

Workflows list fixed to have more items visible, search added

Search fixed to handle return click and include search keyword even if it's typed but not added

In Document context menu have Labels the first option

Pages compare dialog - added links and navigate buttons same as on page modal view

Added search in automated workflows list

Pages remove from staple issues

Report share problem

Pages move on Workspace (reload was needed after date set)

Only OCRed documents should be available on Search filter

Deleted custom documents were shown on report creation dialog

Sometimes Calendar month aren't displayed sequentially

Case deletion failure

Case notifications websocket wasn't re-opened on company account switch

AI workflows: added feature to optionally re-validate prompt response

Custom documents comments support (phase 1 - only added by LLM during re-validation)

Audio files support with transcription and OCR

Documents upload updates: enhanced validation, all the file types upload support

Introduced verification process for user email change (either by admin or own)

Zoom added on AI response referenced page preview

Optional feature to use Vision LLM to extract key facts from page image which let better handle low quality pages

Case create/update notifications moved into standard platform email templates

AI referenced content auto highlight

Added possibility to include AI referenced content into workflow generated reports

Possibility to switch portals for a user

Possibility to download OCRed document

AI referenced page preview dialog - edit mode added to stay in same tab

Updated AI references in workflow created documents to show page preview popup on click

CPT code lookup fixed to properly handled not found data

AI referenced content highlight color made more light

Fixed items loading in company account billing invoices list

New formats explicit support for document collections (txt, images, html, MS Word with OCR option)

Multiple subscriptions support, recurring subscriptions support (single invoice per subscription per billing period i.e. month)

Company account billing related functionality extracted into single UI module

Added Company account Cost Explorer

Added AM cost explorer

Internal email notification on order creation event

Billing invoices consistency updates (soft delete for company account, keep billing invoices for deleted company accounts)

AI Reports/Workflows optimizations

Documents upload UI/UX updates

Exclude deleted pages from AI Chat

Upgrade to Claude Sonet 3.5 v2

UX update for simultaneous preview on AI Chat response text and referenced page preview

Gracefully handle LLM output tokens limit

In workflow generated custom documents open links in separate tabs

Include prompts content into workflow generated report

Add watermarks support for workflow generated reports

Possibility to embed custom documents into report

UX improvements for documents upload dialog

Instant workflows support

Possibility to manually run workflows for existing cases

Workflows execution history support

Email step support for workflows

Case creation simplification

AI Chat stability and performance/bandwidth enhancements, refine process optimization

Automated Workflows support (Automatic AI report generation)

Updated AI Chat enable logic

Errors handling and reporting enhancements

Fixed issue with highlights now shown on page modal popup for individual secondary stapled pages

Fixed status update for paid billing invoices

Introduce PromptHub and platform prompts.

Support of Private/Non-private conversations added.

AI Chat starting page added

Centralized error handling updates.

AI Chat prompts support.

Mandtory platform Terms&Conditions introduced.

Added possibility for user to review accepted T&Cs.

FrontEnd errors handling made centralized and more verbose.

AI Chat message refine history added.

AI Chat message copy added with formatting and links kept.

Cases list manageable sorting added.

Possibility to link report presets to teams.

Recalculate pre/post event episodes on event date change on Case Portal

Case creation from case portal update.

Introduced AI Chat Enable/Disable capabilities with proper documents auto-index/re-index support

Improved AI Chat timeouts handling

Removed AI Chat limitation with max 2500 pages indexed per case.

AI Chat Refine feature.

Support of AI Chat conversation for specific pages only (based on workspace filters and search result).

Differentiate billing invoices numbering per region.

Support of new custom document format (manually created on Case Portal).

Company account workflow settings support - case transition to status Open options.

Bulk actions for case pages search result.

Limit platform users contact data exposed

Documents upload validation and error handing enhanced

Fixed background update on push notifications issues

Deprecate old reports and report section and enabled new reports and templates for all the company accounts.

Original source references support for AI Chat.

Report watermark feature support added

Grant permission for all the user roles to export and download visible pages.

OCR service upgrade to newer version.

DMS module launched with manageable company account collections.

Support of document collections of different file types and OCR/non-OCR.

Possibility to upload documents from Case Portal.

Added possibility to export individual page or staple of pages to PDF.

Possibility to upload directories.

Added episode RTF editor full screen mode

Reports generation performance optimization

Documents upload progress indicator fix

Platform user type support for Case Chronology expert teams.

Presentation mode converted into trial mode.

New report manageable page header and footer

Added conflict check with warning on case notes and labels update

Added episode RTF editor full screen mode

Stapling and parent episode issue fixed

AI Chat top relevant pages config added, UX updates.

Updated episode CPT data copy&paste function to inlcude CPT modifiers

Template editor copy&paste enhancements.

Improved data runtime backgorund updates.

Stapple button double click prevention.

New AI Chat beta version release.

Added font related settings for template and default report template settings.

Added filters for case duplicate function.

Improved runtime background updte for page episodes.

Stapled pages UX improvements for page modal view.